Block Advisors Client Service Professional

H&R Block, Inc.

Draper (UT)

Presencial

USD 19.000 - 25.000

A tiempo parcial

14 días+

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Descripción de la vacante

H&R Block is seeking a seasonal Client Service Professional / Receptionist to be the welcoming face of the office in Draper, Utah. You will greet clients, manage check-ins, schedule appointments, and support daily operations alongside tax professionals.

The role emphasizes professionalism, confidentiality, and teamwork, with evenings and weekends availability during tax season. In-person, on-site position offering opportunities for growth within the tax office environment.

Formación

  • Experience in a fast-paced, client-centric environment.
  • Strong interpersonal and communication skills to serve clients professionally.
  • Ability to multitask and manage priorities throughout the day.
  • Organizational skills with attention to detail and follow-through.
  • Comfort with basic computer programs and scheduling systems.

Responsabilidades

  • Greet clients warmly and provide a professional first impression.
  • Answer calls, schedule appointments, and match clients with the right tax professional.
  • Manage client check-in and intake, including document handling.
  • Maintain office organization and a clean, professional environment.
  • Collaborate with tax professionals to support daily operations.
  • Handle sensitive client information with confidentiality and care.

Conocimientos

Client service
Communication
Multitasking
Organizational skills
Microsoft Office / scheduling tools

Educación

High school diploma or GED

Herramientas

Microsoft Office
Scheduling systems
Teams

Descripción del empleo

About the Role

As a seasonal Client Service Professional / Receptionist at H&R Block, you'll be the welcoming first impression for every client. You'll manage client scheduling, support daily office operations, and work alongside a team of tax professionals. With training and support, this role can be a stepping stone into tax preparation or office leadership. This role is in-person and not remote.

  • Greet clients warmly and create a welcoming, professional first impression as the face of the office
  • Answer phone calls, schedule appointments, and match clients with the right tax professional based on their needs
  • Manage client check-in and intake processes, including scanning and organizing documents
  • Maintain office organization and cleanliness to support a smooth, professional client experience
  • Collaborate with tax professionals and team members to ensure seamless daily operations
  • Handle sensitive client information with confidentiality, discretion, and care
Required Qualifications
  • Experience working in a fast-paced, client-centric environment
  • Strong interpersonal and communication skills, with the ability to collaborate effectively with team members and serve clients professionally
  • Ability to multitask and manage competing priorities throughout the day
  • Organizational skills with attention to detail and follow-through
  • Comfort using basic computer programs and digital tools (e.g., Microsoft Office, Teams and scheduling systems)
  • Availability to work evenings and weekends during tax season
Preferred Qualifications
  • High school diploma/GED or equivalent
  • Previous experience in hospitality, call center, customer service or medical industries
  • Previous experience in a receptionist, front desk, or administrative support role
  • Experience working in a tax office, CPA firm, or financial services environment
Why work for us

At H&R Block, our purpose is simple: to provide help and inspire confidence in our clients and communities everywhere. For more than 70 years, we’ve led the tax industry and we continue to evolve through our Block Next strategy, blending human expertise with digital innovation.

That same commitment to care extends to our associates. When you join us, you become part of a High Performing, Connected Culture built on strong relationships, continuous learning, and a shared commitment to making a meaningful impact. We invest in your well-being through competitive pay, comprehensive benefits, and support for life both in and outside of work.

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